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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1451
SFM
Signature Financial Management
Virginia
$645K $0 1 0.49% Maintained
1452
Bailard
Bailard
California
$643K -$1.97M 1 0.1% Reduced
1453
SIM
Strategic Investment Management
Virginia
$641K +$215K 2 0.15% Increased
1454
VNB
Valley National Bancorp
New York
$639K +$209K 3 0.75% Increased
1455
CTI
Community Trust & Investment
Kentucky
$638K -$2.42K 1 0.1% Reduced
1456
QAM
Quantres Asset Management
Cayman Islands
$636K -$23K 2 0.7% Reduced
1457
SCM
SOL Capital Management
Maryland
$635K $0 2 0.25% Maintained
1458
MFBTD
MB Financial Bank - Trust Department
Illinois
$632K +$14.1K 4 0.08% Increased
1459
WA
WBH Advisory
Maryland
$632K -$10.1K 1 0.24% Reduced
1460
TF
Tompkins Financial
New York
$630K -$56K 6 0.16% Reduced
1461
PVWM
Point View Wealth Management
New Jersey
$628K -$12.5K 1 0.54% Reduced
1462
WKA
Wilson Kemp & Associates
Michigan
$625K -$403K 1 2.24% Reduced
1463
PC
Permit Capital
Pennsylvania
$624K $0 2 0.39% Maintained
1464
CWA
Constellation Wealth Advisors
New York
$619K -$8.23M 2 0.07% Reduced
1465
GIM
Greylin Investment Management
Virginia
$619K -$126K 1 0.15% Reduced
1466
RA
RiverPark Advisors
New York
$619K $0 1 0.28% Maintained
1467
LDB
Lee, Danner & Bass
Tennessee
$618K $0 1 0.08% Maintained
1468
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$614K +$11K 8 0.01% Increased
1469
BCM
Barometer Capital Management
Ontario, Canada
$611K -$1.66M 2 0.12% Reduced
1470
Gradient Investments
Gradient Investments
Minnesota
$603K -$7K 2 0.12% Reduced
1471
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$598K -$111K 1 0.1% Reduced
1472
BPGAM
BTG Pactual Global Asset Management
Bermuda
$594K -$403K 1 0.08% Reduced
1473
MA
Marshwinds Advisory
Georgia
$580K +$609K 1 0.28% New
1474
FPC
Falcon Point Capital
California
$578K -$72.8K 1 0.58% Reduced
1475
Atria Investments
Atria Investments
North Carolina
$576K -$478K 2 0.06% Reduced